We will work closely with you to design, execute, and monitor investment programs that meet your specific needs. As an independent firm, we fully understand the importance of honest, conflict-free advice.

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We partner with universities, hospitals, private foundations, endowments, and faith-based organizations. As a boutique consulting firm, mid-sized institutions are a natural fit, particularly for fiduciaries who value an experienced, hands-on advisor. The professionals who lead Puzzle Asset are among those on your consultant team. You have immediate access to them at all times.

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Our size is intentional. It offers agility, bypasses bureaucracy, and delivers to you:

• Customized portfolios, no “cookie-cutter” models

• Heightened level of service from our consultants and the investment team

• Favorable access to renowned and undiscovered investment managers

Puzzle Asset’s consulting team provides a series of step by step services:

• Formalize investment objectives and policies

• Develop asset allocation and diversification models

• Analyze investment managers for recommendation

• Exercise due diligence and performance monitoring of managers

• Evaluate quarterly and long-term performance against benchmarks and peers